Kim Curtis is the President and CEO of The Wealth Legacy Institute, a personal finance expert, author, and speaker. Kim is a nationally recognized Wealth Management advisor and winner of the Editor's Choice Award for her groundbreaking work in developing a highly personal client-centric planning model recognized in the Journal of Practical Estate Planning.
Kim believes that money needs you. It needs your ideas, vision, and purpose, to turn it into something. Otherwise, it is nothing! To her, having managed wealth means having peace of mind that could bring endless possibilities not only in your career but in life too.
Tune in to learn more about Kim's unique approach to financial planning. Listen to the inspirational path that she carved out in the financial industry, and hear her tweetable moments! She is a delight!
Kim is a nationally recognized Wealth Management Advisor and the President and CEO of Wealth Legacy Institute. Her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award.
She is the bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets. She has been profiled in several publications including the Wall Street Journal.
Kim has attained numerous professional designations and has been recognized by the financial planning industry as having achieved the highest level of competence and expertise.
Business Innovation Group
DBA Belinda Pruyne
PO Box 373
Chester, MD 21619
Business Innovation Group
DBA Belinda Pruyne
PO Box 373
Chester, MD 21619